Truckee Financial Group - Reno, Nevada

Truckee Financial Group: A Comprehensive Overview of Their Services and Location

Address: 1 E Liberty St suite 600, Reno, NV 89501, United States

Phone: 7752475517

Website: truckeefinancial.com

SPECIALTIES

• Consultant
• Financial planner

OTHER POINTS OF INTEREST

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet

Truckee Financial Group is a reputable financial consultancy firm located at 1 E Liberty St suite 600, Reno, NV 89501, United States. The company, which is renowned for its consultative approach, aims at providing tailored financial planning solutions for individuals and businesses alike. With a team of experienced consultants and financial planners, the group ensures that clients receive expert advice and personalized strategies to meet their financial objectives.

The firm's commitment to exceptional client service is evident from the glowing reviews they have received. One notable review mentions Matias, who was said to be a "wealth of information" and took the time to thoroughly explain every aspect of the client's retirement phase. Matias also helped the client with a crucial aspect of estate planning by connecting them to Trusandwills.com.

OPINIONS AND AVERAGE RATING

This esteemed firm has garnered a total of 3 reviews on Google My Business, with clients consistently praising their professionalism and the depth of knowledge demonstrated by their team. The average rating for Truckee Financial Group is an impressive 5/5, highlighting the high level of satisfaction among their clientele.

The company's dedication to accessibility is also noteworthy, as they have made provisions for wheelchair users with facilities such as accessible parking, entrance, seating, and toilets. This attention to detail further demonstrates their commitment to providing an inclusive service experience.

RECOMMENDATION

If you are looking for a reliable and knowledgeable financial consultancy firm, Truckee Financial Group is an excellent choice. Their personalized approach, coupled with their team's expertise, ensures that clients receive tailored solutions to meet their financial goals. Additionally, their commitment to accessibility and exceptional client service sets them apart from other firms in the industry.

We highly recommend visiting their website truckeefinancial.com to learn more about their services and how they can assist you in achieving your financial objectives. Don't hesitate to contact them via phone at 7752475517 or by visiting their office in Reno, NV.

👍 Reviews of Truckee Financial Group

Rhonda U.

5/5

Matias was a wealth of information. He took the time to go over every aspect of our retirement phase. He got me hooked up with Trusandwills.com also. My husband and I are a blended family so this is really going to help our kids through the process. He is always available to answer any questions also.

Melody L.

5/5

I bought my term life insurance policy from Matias several years ago. It is great peace of mind knowing that in the event of a tragedy that my family will be taken care of. I didn't know that life insurance would also offer benefits for critical illness and Matias opened my eyes to all the ways that life insurance can act as a safety net for the unexpected. It is also nice to work with an agent who is responsive and will always answer any questions that arise. Thanks Matias!

Jessica L.

5/5

Thank you Matias for being so helpful during the process of finding the perfect health and life insurance for my family. No one wants to think about Life insurance but when you have a family who relies on you, it’s a must.

You answered all my questions throughly, and I understood what I was getting exactly.

Highly recommend Matias.